Investing is in our DNA. Whatever your investment objectives, our dedicated wealth advisers can introduce you to a world of opportunity, curated by the Davy investment team.
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The Davy investment team partners with leading global investment managers across a range of assets, including equities, bonds, alternatives, private equity and property. Our selection process combines structure with creativity to help optimise investment returns and deliver on your life goals.
We have solutions for all investor types and risk appetite including discretionary offerings where we manage your investments, advisory services where you make the decisions advised by us and self-directed trading through our Davy Select platform. Whatever support you need, we can help.
Your dedicated wealth adviser will work with you to develop a personalised investment strategy, aligned with your life goals and informed by tax and cost considerations.
Our wealth allocation framework ensures priority is given to safeguarding the capital you need for day-to-day living and retirement, followed by investments aimed at enhancing your current lifestyle and/or your estate.
Investment opportunities
We believe that the future is worth investing in. We have been managing sustainable investment portfolios for over a decade and we consider environmental, social, and governance (ESG) factors as part of our investment analysis where relevant.
We are a signatory to the United Nations Principles for Sustainable investing.
Sustainable investing
All investments and portfolios carry some degree of risk.
Your wealth adviser will work with you to ensure that your investments are aligned with your risk tolerance, and to optimise the related risk-return balance of your investments. Diversification is critical here, as is a longer-term perspective, which minimises the negative implications of short-term fluctuations.
We adopt a comprehensive risk management approach across our portfolios, with discrete risk roles for our investment strategy, selection and portfolios construction teams and layered investment governance.
We are Ireland’s leading wealth manager and have been safeguarding and growing clients’ assets for almost 100 years. Our managed portfolios consistently deliver top quartile performance versus peers, and we have the talent skills and solutions to help all investor types achieve their unique investment objectives.
Head of Investment Strategy
Head of Global Investment Selection
Head of Global Fundamental Equities
Head of Discretionary Portfolio Management
Warning: The value of your investment may go down as well as up. If you invest in this product you may lose some or all of the money you invest.
